Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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ERISA Plan Fiduciaries: Are Your Conversations With Legal Counsel Privileged?
Proskauer's ERISA Practice Center Mar. 10, 2014 "Ten Factors in Determining Fiduciary Exception: Identify the Client.... Nature and Purpose of the Communication... Limits to the Fiduciary Exception... Joint Representation... Participant Claims and Appeals.... Good Cause Requirement... Application to DOL Proceedings.... Application to Insurance Companies.... Waiver... Attorney Work Product." |
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